See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,315 | $109,881-58.8% | $150,045-69.8% | $84,808-46.6% |
| Participation rate | 48.0% | 76.1%-28.1pp | 82.3%-34.3pp | 68.3%-20.3pp |
| Annual return | 16.62% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,123 | $3,561-40.4% | $4,693-54.8% | $2,631-19.3% |
| Participant deferral / active EE | $3,438 | $6,636-48.2% | $7,997-57.0% | $4,212-18.4% |
| Admin fee / account holder | $11,281 | $8,568+31.7% | $13,435-16.0% | $7,344+53.6% |